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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,970 | $134,817-37.0% | $123,973-31.5% | $155,188-45.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.7%+15.0pp | 80.8%+10.9pp |
| Annual return | 18.60% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,896 | $4,425-34.5% | $4,126-29.8% | $4,248-31.8% |
| Participant deferral / active EE | $9,274 | $5,706+62.5% | $5,247+76.8% | $6,531+42.0% |
| Admin fee / account holder | $20,077 | $13,245+51.6% | $11,799+70.2% | $14,480+38.7% |